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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$5.44B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Hoey Investments
Pennsylvania
$13.3M
LA
452
LBP AM
France
$13.2M
WAM
453
Weiss Asset Management
Massachusetts
$13.2M
SBFM
454
S-Bank Fund Management
Finland
$13.2M
HWM
455
HB Wealth Management
Georgia
$13.2M
GH
456
GAM Holding
Switzerland
$13.1M
GT
457
Glenmede Trust
Pennsylvania
$13.1M
FNBT
458
FineMark National Bank & Trust
Florida
$13.1M
PCM
459
Poehling Capital Management
Wisconsin
$12.9M
FFA
460
Farther Finance Advisors
California
$12.9M
RRAM
461
River Road Asset Management
Kentucky
$12.9M
ELC
462
Edgar Lomax Company
Virginia
$12.8M
VW
463
Veridan Wealth
Oregon
$12.8M
DWT
464
Dorsey & Whitney Trust
South Dakota
$12.7M
TW
465
Trajan Wealth
Arizona
$12.7M
TI
466
Tidal Investments
Wisconsin
$12.6M
LPT
467
Legacy Private Trust
Wisconsin
$12.6M
VA
468
Vident Advisory
Georgia
$12.6M
KPWS
469
Kestra Private Wealth Services
Texas
$12.5M
HI
470
Horizon Investments
North Carolina
$12.4M
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$12.4M
NEAM
472
New England Asset Management
Connecticut
$12.2M
CRC
473
Curi RMB Capital
Illinois
$12.2M
MHIC
474
Marble Harbor Investment Counsel
Massachusetts
$12.1M
Vontobel Holding
475
Vontobel Holding
Switzerland
$12M